United Planners has added the Matrix plan data feed service, part of the newly launched Matrix Broker/Dealer Solutions Suite, to the United Planners Retirement Platform.
United Planners said that the combination of these services will help it increase its visibility into retirement plan assets and activity, tighten its core compliance processes, and offer its financial advisors more flexibility throughout the retirement plan process.
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Matrix’s services are being utilized by United Planners since 2008.
The Matrix Broker/Dealer Platform is an integrated suite of retirement planning products and services that enables financial services firms and advisors to navigate the retirement plan process.
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